SPDR S&P 500 ETF Trust
SPY- Exchange
- NYSE
- SEC CIK
- 0000884394
No open-market purchases or sales by SPDR S&P 500 ETF Trust insiders were filed in the last 90 days; 4,668 institutions reported holding it in 13F filings for Q2 2026, worth $448.3B in total; 4 superinvestors hold it, including Soros Fund Management and Giverny Capital.
13F holders, Q4 2025
Institutional positions in SPDR S&P 500 ETF Trust as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 4,646
- +458 vs. Q3 2025
- Shares held
- 555.3M
- +20.2M (+3.8%) vs. Q3 2025
- Total value
- $374.7B
- +$20.1B (+5.7%) vs. Q3 2025
- New holders
- 555
- 1,771 more added
- Sold out
- 97
- 1,715 more reduced
76 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SPY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,668 | $448.3B |
| Q1 2026 | 4,600 | $356.9B |
| Q4 2025 | 4,646 | $374.7B |
| Q3 2025 | 4,264 | $357.7B |
| Q2 2025 | 4,245 | $343.0B |
| Q1 2025 | 4,189 | $313.6B |
| Q4 2024 | 4,242 | $342.5B |
| Q3 2024 | 3,807 | $328.5B |
| Q2 2024 | 3,766 | $299.6B |
| Q1 2024 | 3,705 | $304.2B |
| Q4 2023 | 3,694 | $295.1B |
| Q3 2023 | 3,329 | $230.9B |
| Q2 2023 | 3,310 | $249.1B |
| Q1 2023 | 3,268 | $214.8B |
| Q4 2022 | 3,310 | $207.8B |
| Q3 2022 | 3,059 | $200.9B |
| Q2 2022 | 3,099 | $207.3B |
| Q1 2022 | 3,144 | $258.8B |
| Q4 2021 | 3,181 | $290.9B |
| Q3 2021 | 2,758 | $245.4B |
| Q2 2021 | 2,744 | $231.3B |
| Q1 2021 | 2,734 | $225.0B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Schaeffer Financial LLC | 1,048 | $714.8K | 0.62% | −18−1.7% | Reduced |
| Choice Wealth Advisors, LLC | 1,049 | $715.0K | 0.28% | −57−5.2% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 1,050 | $716.0K | 0.47% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 1,050 | $716.0K | 0.27% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 1,051 | $716.6K | 0.17% | 00.0% | Unchanged |
| Butensky & Cohen Financial Security, Inc | 1,052 | $717.4K | 0.19% | −74−6.6% | Reduced |
| Heritage Wealth Management, Inc. | 1,052 | $717.5K | 0.20% | −11−1.0% | Reduced |
| Lodestone Wealth Management LLC | 1,053 | $718.2K | 0.29% | −574−35.3% | Reduced |
| Clark Estates Inc | 1,054 | $718.7K | 0.17% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 1,054 | $719.3K | 0.03% | +918+675.0% | Added |
| Hubbell Strickland Wealth Management, LLC | 1,057 | $721.1K | 0.29% | +5+0.5% | Added |
| Center for Wealth Management Advisory | 1,059 | $722.2K | 0.53% | +1,059 | New |
| Seneca Financial Advisors LLC | 1,060 | $722.6K | 0.22% | +7+0.7% | Added |
| Austin Wealth Management, LLC | 1,050 | $724.0K | 0.11% | −810−43.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,062 | $724.1K | 0.62% | −11,061−91.2% | Reduced |
| Mountain Capital Investment Advisors, Inc | 1,053 | $725.6K | 0.12% | −50−4.5% | Reduced |
| Versant Capital Management, Inc | 1,066 | $726.8K | 0.09% | −313−22.7% | Reduced |
| Maryland Capital Advisors Inc. | 1,066 | $726.9K | 0.25% | +78+7.9% | Added |
| Smith Shellnut Wilson LLC | 1,068 | $728.3K | 0.28% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 1,069 | $729.1K | 0.67% | −493−31.6% | Reduced |
| Maxele Advisors, LLC | 1,070 | $729.5K | 0.59% | −65−5.7% | Reduced |
| MWA Asset Management | 1,072 | $731.0K | 0.41% | −282−20.8% | Reduced |
| NavPoint Financial, Inc. | 1,074 | $732.4K | 0.31% | +3+0.3% | Added |
| Patient Capital Management, LLC | 1,075 | $733.2K | 0.03% | +654+155.3% | Added |
| Arvest Investments, Inc. | 1,076 | $733.7K | 0.10% | 00.0% | Unchanged |
| Birch Financial Group, LLC | 1,077 | $734.2K | 0.42% | +122+12.8% | Added |
| Shade Tree Advisors LLC | 1,078 | $735.1K | 0.56% | −1,313−54.9% | Reduced |
| Stanley-Laman Group, Ltd. | 1,085 | $740.0K | 0.09% | +633+140.0% | Added |
| Aspire Growth Partners LLC | 1,086 | $740.4K | 0.52% | +13+1.2% | Added |
| Wealth Effects LLC | 1,086 | $740.6K | 0.23% | −56−4.9% | Reduced |
| Left Brain Wealth Management, LLC | 1,090 | $743.3K | 0.26% | −216−16.5% | Reduced |
| Bayban | 1,091 | $744.0K | 0.66% | +1,091 | New |
| Harbor Group, Inc. | 1,095 | $746.7K | 0.11% | −12−1.1% | Reduced |
| Chemung Canal Trust Co | 1,098 | $748.7K | 0.15% | 00.0% | Unchanged |
| Broyhill Asset Management | 1,100 | $750.1K | 0.66% | +100+10.0% | Added |
| CPA Asset Management LLC | 1,100 | $750.3K | 0.26% | +2+0.2% | Added |
| Emergent Wealth Advisors, LLC | 1,102 | $751.3K | 0.42% | +307+38.6% | Added |
| Atlas Wealth Partners, LLC | 1,102 | $751.5K | 0.83% | +78+7.6% | Added |
| TD Capital Management LLC | 1,102 | $751.7K | 0.07% | +40+3.8% | Added |
| Pointe Capital Management LLC | 1,104 | $752.8K | 0.37% | −200−15.3% | Reduced |
| R. W. Roge & Company, Inc. | 1,106 | $754.0K | 0.37% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 1,108 | $755.7K | 0.13% | +37+3.5% | Added |
| Sageworth Trust Co of South Dakota | 1,110 | $756.9K | 0.62% | 00.0% | Unchanged |
| Innovative Wealth Building LLC | 1,110 | $757.1K | 0.55% | +1+0.1% | Added |
| Bath Savings Trust Co | 1,111 | $757.6K | 0.08% | −18−1.6% | Reduced |
| HighRoad Wealth Advisors, LLC | 1,111 | $757.9K | 0.72% | +1,111 | New |
| Marotta Asset Management | 1,113 | $758.8K | 0.14% | −11−1.0% | Reduced |
| Avant Financial Advisors LLC | 1,113 | $759.0K | 0.55% | 00.0% | Unchanged |
| Allodium Investment Consultants, LLC | 1,113 | $759.0K | 0.38% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 1,115 | $760.3K | 0.36% | +593+113.6% | Added |
| Mainstay Capital Management LLC | 1,115 | $760.6K | 0.06% | +556+99.5% | Added |
| Financial Futures Ltd Liability Co. | 1,117 | $761.9K | 0.35% | −7−0.6% | Reduced |
| Exeter Financial, LLC | 1,118 | $762.4K | 0.32% | 00.0% | Unchanged |
| Dedeker Financial LLC | 1,117 | $762.5K | 0.68% | +1,117 | New |
| Ellsworth Advisors, LLC | 1,102 | $763.0K | 0.15% | −142−11.4% | Reduced |
| KFG Wealth Management, LLC | 1,124 | $766.3K | 0.10% | −23−2.0% | Reduced |
| Elite Life Management LLC | 1,110 | $766.5K | 1.24% | +9+0.8% | Added |
| Bryant Woods Investment Advisors, LLC | 1,124 | $766.5K | 0.30% | 00.0% | Unchanged |
| Mueller Wealth, LLC | 1,125 | $767.0K | 0.63% | +1,125 | New |
| Kidder Stephen W | 1,125 | $767.2K | 0.22% | −400−26.2% | Reduced |
| Accelerate Investment Advisors LLC | 1,125 | $767.2K | 0.52% | +16+1.4% | Added |
| Variant Private Wealth, LLC | 1,128 | $769.1K | 0.80% | +29+2.6% | Added |
| Phraction Management LLC | 1,128 | $769.2K | 0.21% | −196−14.8% | Reduced |
| Braun-Bostich & Associates Inc. | 1,128 | $769.2K | 0.47% | +18+1.6% | Added |
| Security National Bank | 1,129 | $769.9K | 0.11% | +85+8.1% | Added |
| Kennedy Investment Group | 1,129 | $769.9K | 0.29% | +120+11.9% | Added |
| Fermata Advisors, LLC | 1,130 | $770.6K | 0.18% | +46+4.2% | Added |
| Ariadne Wealth Management, LP | 1,134 | $772.7K | 0.32% | −200−15.0% | Reduced |
| IVC Wealth Advisors LLC | 1,134 | $773.3K | 0.34% | 00.0% | Unchanged |
| Tru Independence Asset Management 2, LLC | 1,131 | $773.5K | 0.48% | 00.0% | Unchanged |
| Lincoln Capital LLC | 1,138 | $775.9K | 0.14% | −6−0.5% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 1,139 | $776.5K | 0.24% | −53−4.4% | Reduced |
| Regatta Capital Group, LLC | 1,141 | $778.0K | 0.12% | +187+19.6% | Added |
| Ardent Capital Management, Inc. | 1,146 | $781.5K | 0.31% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 1,147 | $782.4K | 0.02% | +105+10.1% | Added |
| Vista Investment Partners II, LLC | 1,147 | $782.5K | 0.34% | −14−1.2% | Reduced |
| Paller Financial Services Inc | 1,149 | $783.5K | 0.63% | +1,149 | New |
| Gordian Advisors LLC | 1,150 | $784.2K | 0.52% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 1,150 | $784.4K | 0.52% | −951−45.3% | Reduced |
| Pennington Partners & Co., LLC | 1,150 | $785.5K | 0.31% | +364+46.3% | Added |
| Dougherty Wealth Advisers LLC | 1,154 | $786.9K | 0.44% | +988+595.2% | Added |
| Sage Financial Management Group, Inc. | 1,155 | $787.6K | 0.24% | −2−0.2% | Reduced |
| First Growth Capital LLC | 1,139 | $788.1K | 0.70% | +1,139 | New |
| Grantvest Financial Group LLC | 1,156 | $788.2K | 0.51% | +2+0.2% | Added |
| West Wealth Group, LLC | 1,156 | $788.3K | 0.16% | +155+15.5% | Added |
| Fulcrum Equity Management | 1,159 | $790.4K | 0.76% | −12,310−91.4% | Reduced |
| Nova R Wealth, Inc. | 1,160 | $791.2K | 0.29% | 00.0% | Unchanged |
| Foundation Wealth Management, LLC | 1,163 | $793.1K | 0.29% | 00.0% | Unchanged |
| GKV Capital Management Co., Inc. | 1,164 | $793.8K | 0.30% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 1,165 | $794.6K | 0.26% | 00.0% | Unchanged |
| Foundry Financial LLC | 1,167 | $795.5K | 0.42% | +1,167 | New |
| Lighthouse Financial Services Inc | 1,170 | $797.7K | 0.18% | +1,170 | New |
| Peoples Bank | 1,171 | $798.5K | 0.80% | −35−2.9% | Reduced |
| Keudell/Morrison Wealth Management | 1,172 | $799.5K | 0.17% | +1,172 | New |
| MeadowBrook Investment Advisors LLC | 1,173 | $799.9K | 0.68% | +13+1.1% | Added |
| Alexander Randolph Advisory, Inc. | 1,173 | $799.9K | 0.66% | −31−2.6% | Reduced |
| Perryman Financial Advisory Inc | 1,174 | $800.6K | 0.12% | +1,174 | New |
| Chico Wealth RIA | 1,174 | $800.7K | 0.52% | +79+7.2% | Added |
| Wealthcare Capital Management LLC | 1,175 | $801.3K | 0.08% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 1,175 | $801.4K | 0.34% | 00.0% | Unchanged |